Latest Institutional Transactions on Ishares Tr (SHV)
This table provides information on the latest institutional transactions involving Ishares Tr (SHV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-2.41K- 1.12% |
$265K - $267K
|
214K
$23.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2.17K+ 4.93% |
$239K - $240K
|
46.1K
$5.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-17.7K- 90.4% |
$1.95M - $1.96M
|
1.88K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.07K+ 5.95% |
$117K - $118K
|
19K
$2.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
46+ 0.64% |
$5.06K - $5.08K
|
7.24K
$798K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.92K- 11.58% |
$211K - $212K
|
14.7K
$1.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7+ 0.11% |
$770 - $773
|
6.52K
$719K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.2K- 27.27% |
$132K - $133K
|
3.2K
$353K
|
|
|
Nov 10, 2025
Q3 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-12.2K- 7.06% |
$1.35M - $1.35M
|
161K
$17.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-78.3K- 94.01% |
$8.62M - $8.66M
|
5K
$551K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-539- 4.39% |
$59.3K - $59.6K
|
11.7K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
785+ 8.83% |
$86.4K - $86.7K
|
9.67K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-8.65K- 6.91% |
$952K - $955K
|
116K
$12.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-122- 4.08% |
$13.4K - $13.5K
|
2.87K
$316K
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
25KNew |
$2.75M - $2.77M
|
25K
$2.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
75+ 1.18% |
$8.25K - $8.29K
|
6.41K
$707K
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
6.34KNew |
$697K - $700K
|
6.34K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.8K- 37.98% |
$1.3M - $1.31M
|
19.3K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-37- 0.64% |
$4.07K - $4.09K
|
5.73K
$632K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-36- 21.05% |
$3.96K - $3.98K
|
135
$14.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
9.4K+ 19.18% |
$1.03M - $1.04M
|
58.4K
$6.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.23K- 6.21% |
$246K - $247K
|
33.7K
$3.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 40.19% |
$190K - $190K
|
6.01K
$663K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.45K+ 7.91% |
$159K - $160K
|
19.7K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.25K- 24.02% |
$798K - $801K
|
22.9K
$2.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-8.95K- 20.25% |
$985K - $989K
|
35.2K
$3.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.03K- 3.88% |
$224K - $224K
|
50.3K
$5.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
54+ 0.85% |
$5.94K - $5.97K
|
6.4K
$705K
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13.3K+ 5.46% |
$1.47M - $1.47M
|
257K
$28.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-483- 4.09% |
$53.2K - $53.4K
|
11.3K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-69- 1.42% |
$7.59K - $7.62K
|
4.78K
$527K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-656- 13.46% |
$72.2K - $72.5K
|
4.22K
$465K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.29K+ 2.17% |
$362K - $363K
|
155K
$17.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-323K- 17.65% |
$35.6M - $35.7M
|
1.51M
$166M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.59K- 53.9% |
$945K - $949K
|
7.34K
$810K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.39K+ 41.01% |
$813K - $816K
|
25.4K
$2.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.03K+ 682.67% |
$663K - $666K
|
6.91K
$762K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.02K- 3.49% |
$552K - $555K
|
139K
$15.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-12K- 63.77% |
$1.32M - $1.32M
|
6.8K
$749K
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
BUY
|
- |
4.53K+ 8.62% |
$498K - $500K
|
57.1K
$6.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-14.6K- 49.35% |
$1.61M - $1.62M
|
15K
$1.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-5- 0.03% |
$550 - $552
|
19.4K
$2.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-64- 2.43% |
$7.04K - $7.07K
|
2.57K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-247K- 83.24% |
$27.2M - $27.3M
|
49.8K
$5.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-41- 0.83% |
$4.51K - $4.53K
|
4.93K
$543K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.08K- 41.38% |
$339K - $340K
|
4.36K
$481K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
20+ 1.04% |
$2.2K - $2.21K
|
1.94K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-84- 1.16% |
$9.25K - $9.28K
|
7.17K
$791K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.49K- 18.01% |
$494K - $496K
|
20.4K
$2.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-366- 12.71% |
$40.3K - $40.4K
|
2.51K
$277K
|
|